Carlyle Secured Lending CGBD Institutional Ownership

NASDAQ CGBD

$10.69 -0.41 (-3.69%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

142 Institutions

Increased 63 44.4%

Unchanged 41 28.9%

Reduced 38 26.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

37.59%

▲+1.50 pp QoQ

Shares Held by Institutions

26.14Mn

of 69.54Mn outstanding

▲+13.78% QoQ

Shares Outstanding

69.54Mn

43.40Mn held outside 13F filers

Institutional Investors

142

filed 13F for Jun 2026

▼-12 vs prior quarter

Net Shares Added (QoQ)

+3.16Mn

accumulated since last quarter

Value of Holdings

$279.42Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Carlyle Secured Lending, Inc. (NASDAQ:CGBD) has 142 institutional investors with active 13F positions as of June 2026.

These investors held 37.6% of outstanding shares in June 2026, up from 36.1% in March 2026.
Their total shares held in CGBD increased 13.78% from the prior quarter, while the number of investors in Carlyle Secured Lending decreased 5.33% year over year.
During the quarter, 63 of these 142 funds increased positions in CGBD, 38 reduced exposure, and 41 held steady.
Institutional investors collectively held 26.14Mn shares in Carlyle Secured Lending as of June 2026, up by 3.16Mn shares quarter on quarter, and up 2.69Mn shares year over year.
Creative Planning is the top holder of Carlyle Secured Lending as of June 30, 2026, with 3.09Mn shares representing 4.44% of outstanding stock.
The biggest buyers of Carlyle Secured Lending for the quarter ending June 2026 included Lalia Capital, LLC (927.33K), Diameter Capital Partners LP (508.39K), VAN ECK ASSOCIATES CORP (436.36K), Russell Investments Group, Ltd. (283.33K), Arax Advisory Partners (275.27K).
The largest sales of CGBD for the quarter ending June 2026 came from BI Asset Management Fondsmaeglerselskab A/S (230.08K), Toronto Dominion Bank (186.72K), TWO SIGMA INVESTMENTS, LP (182.07K), Creative Planning (145.06K), Invesco Ltd. (125.94K).
Business Quant data shows the 10 biggest positions in Carlyle Secured Lending as of June 2026 are held by Creative Planning (3.09Mn), Morgan Stanley (2.8Mn), VAN ECK ASSOCIATES CORP (1.75Mn), UBS Group AG (1.4Mn), CHOREO, LLC (1.36Mn), Invesco Ltd. (1.18Mn), Lalia Capital, LLC (927.33K), Russell Investments Group, Ltd. (870.51K), Muzinich & Co., Inc. (741.28K), North Ground Capital (616.0K).

Form 13F Holdings

142 Institutional Holders

Report period 30 Jun, 2026

Total shares held 26.14Mn

Of outstanding 37.59%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Creative Planning	0001540235	3,086,927	4.44%	▼145,059	-4.49%	$32.51Mn
2	Morgan Stanley	0000895421	2,799,104	4.03%	▲164,323	+6.24%	$29.47Mn
3	VAN ECK ASSOCIATES CORP	0000869178	1,748,836	2.51%	▲436,365	+33.25%	$18.42Mn
4	UBS Group AG	0001610520	1,395,189	2.01%	▲158,636	+12.83%	$14.69Mn
5	CHOREO, LLC	0001679031	1,361,251	1.96%	▼26,973	-1.94%	$14.33Mn
6	Invesco Ltd.	0000914208	1,184,888	1.70%	▼125,935	-9.61%	$12.48Mn
7	Lalia Capital, LLC	0002106818	927,333	1.33%	▲927,333	0.00%	$9.76Mn
8	Russell Investments Group, Ltd.	0001692234	870,513	1.25%	▲283,330	+48.25%	$9.17Mn
9	Muzinich & Co., Inc.	0001618824	741,278	1.07%	▲3,534	+0.48%	$7.81Mn
10	North Ground Capital	0002055446	616,000	0.89%	▲228,482	+58.96%	$6.49Mn
11	Legal & General Group Plc	0000764068	577,568	0.83%	▲25,986	+4.71%	$6.09Mn
12	Mariner, LLC	0001373442	563,240	0.81%	▲14,715	+2.68%	$5.96Mn
13	Sumitomo Mitsui Trust Group, Inc.	0001475365	519,735	0.75%	0	0.00%	$5.47Mn
14	Diameter Capital Partners LP	0001727012	508,387	0.73%	▲508,387	0.00%	$5.35Mn
15	ARES MANAGEMENT LLC	0001259313	472,187	0.68%	▲232,187	+96.74%	$4.97Mn
16	Arax Advisory Partners	0001586767	465,613	0.67%	▲275,273	+144.62%	$4.90Mn
17	TWO SIGMA INVESTMENTS, LP	0001179392	448,847	0.65%	▼182,071	-28.86%	$4.73Mn
18	Rockefeller Capital Management L.P.	0001739439	444,533	0.64%	▼3,105	-0.69%	$4.68Mn
19	LSV ASSET MANAGEMENT	0001050470	352,150	0.51%	0	0.00%	$3.71K
20	NOVARE CAPITAL MANAGEMENT LLC	0001388409	287,445	0.41%	▲36,050	+14.34%	$3.03Mn

Showing 1 to 20 of 142 holders